Seasonal Tax Pro & Client Advisory Specialist

H&R Block, Inc.; Watseka (IL); Presencial; USD 21.000 - 110.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Medical and prescription coverage

401(k) Plan

Employee Assistance Program

Associate Discount Program

Business Travel Accident Insurance

Associate Tax Prep benefit

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. You’ll operate in-person at a local H&R Block office, conducting client interviews and delivering personalized recommendations.

Expect competitive hourly pay and an incentive plan as you grow your tax expertise. The role emphasizes client-focused service, collaboration with teammates, and ongoing education to meet

Formación

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Conocimientos

Communication skills

Client facing

Interviewing clients

Attention to detail

Educación

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. You’ll operate in-person at a local H&R Block office, conducting client interviews and delivering personalized recommendations.

Expect competitive hourly pay and an incentive plan as you grow your tax expertise. The role emphasizes client-focused service, collaboration with teammates, and ongoing education to meet